Julie provides comprehensive investment planning with a specialized focus on retirement income strategies for those nearing or in retirement. Julie helps her clients turn total wealth accumulation into retirement income for life by creating distribution plans. Such planning is not a single event – it is an ever changing process.

Julie has been in the Financial Services industry for over 20 years. She graduated from Saint Joseph College in West Hartford, CT with a Bachelor of Science degree in business management and a minor in accounting.

She began her career working for the original Advest as a reorganization analyst and was promoted to a trader and then ultimately manager of the Unit Trust department. Advancing her career, she became an investment planner in the Advisory Services department.

Julie has earned the CERTIFIED FINANCIAL PLANNER™ practitioner, Retirement Income Certified Professional^® and the Accredited Domestic Partner Advisor™ designations. She continues to advance her knowledge by continuing education, attending education forums and adding new designations that are aligned with her business in order to stay on top of the fast changing environment of the financial industry.

Insurance-related services may not be provided to individuals residing in any states other than AZ, CA, CO, CT, DE, FL, IL, MA, MD, ME, MO, MN, NC, NH, NJ, NY, OR, PA, RI, SC, TN, TX, VA, VT, WA.

CA Insurance License Number 0I45154. Resident state of CT.

Christopher has served his clients for over 30 years and looks forward to helping them meet their financial goals for many years to come. He truly enjoys celebrating his clients’ personal successes and serving as a trusted confidant when needed.

Christopher is a lifelong resident of Connecticut and has lived in Simsbury for the last 27 years. In 2020, he and his wife, Cheryl, celebrated 35 years of marriage. They have four children and two grandsons.

Insurance-related services may not be provided to individuals residing in any states other than AZ, CA, CT, FL, MA, ME, MN, MO, NY, PA, VA, VT.

Michelle provides investment solutions using advanced protection strategies for both income and estate planning strategies.    Her unique approach not only helps find solutions that best fit financial goals but does it a way that educates and empowers her clients with knowledge and confidence. 

Michelle has been in the financial services industry for over 25 years.  She graduated from the University of Saint Joseph’s in West Hartford, CT with a Bachelor of Science degree in business management and a minor in marketing. 

Michelle started her career at the original Advest in Hartford, CT working in the margin department which allowed her to learn the brokerage business from an operations perspective.

Michelle continues to educate herself within different areas of investment planning such as retirement and insurance needs.  She is an integral part of helping her client families prepare for or even may be currently facing uncertain times with loved ones. 

Michelle works with multiple charitable organizations within the state of Connecticut.  She resides in Burlington, CT with her wife, Julie and their 3 fur babies-Teddy, Finn and CK.

Angelina executes and handles all branch and client operations for the entire office. Her organized approach helps individuals with many different operational needs and finds the most efficient and effective way of managing those to the end. Whether it is setting up client accounts, compliance requirements, closing final estates or even developing best operation practices and procedures for the branch, Angelina does it with the highest level of professionalism and kindness.

Angelina started her career in 2017 working for a local bank and continues to educate herself with firm continuing education classes while she is currently studying for her FINRA Series 7 Securities registration.

Angelina enjoys her free time on the beach with her family and friends.